Welcome to Client Hub

Explore

See why Client Hub is right for your firm

Orientation Video

Watch this first

It’s as easy as 1, 2, 3

Select this
icon on the left and choose
the Sample Client
Go to the
Internal Workspace tab
Click on and follow the step-by-step
‍Test Drive… jobs (in the Jobs panel)

Check it out

Explore through videos

Client Experience and Client Tasks: Watch
Manage Workflow: Watch
QuickBooks / Xero Integration: Watch

Setup

Start using Client Hub in your firm

Getting going on Client Hub is super simple!

See the Roadmap to Success:

Roadmap to Success

Self-Service

Click Manage Practice on left navigation and invite your firm's staff to Client Hub.
‍
Click Settings and Setup on left navigation and follow each section. Before you know it, Client Hub is fully set up with your firm's clients, workflows, client portal, email connections, and more.

Concierge Service

From $199

Have us setup Client Hub for your firm

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